ClientCircle® web logo

ClientCircle blog

Five things to do with customer testimonials

April 10, 2023

NPS scoring blog header ClientCircle

Testimonials are feedback you collect from your clients. What's great about testimonials is you can control if and how you share them. You can automatically collect new testimonials from your customers through testimonial request emails after they respond to a Net Promoter Score (NPS)® survey.

Here are some ideas on how you can make the most of the testimonials you collect.

Read More

Six ways insurance agents can improve customer loyalty

April 3, 2023

Surveys blog header ClientCircle

When you’re trying to find out which clients will leave you a positive review and which customers may be a retention risk, you need a simple, quick survey people will respond to. The Net Promoter Score (NPS®) survey is an easy and effective way to measure client loyalty and receive specific feedback from your customers.

Once you implement the surveys and start getting back the data, you will want to address the feedback you receive. Here’s how to do that.

Read More

How a simple card can help grow your insurance agency referrals

March 13, 2023

Referrals blog header ClientCircle

Referrals help your insurance agency grow. And if many of your customers are happy with your agency, you may be wondering why they aren’t referring more people.

Here’s how you can grow your referrals with a simple handwritten card.

Read More

How to build a strong online presence for your insurance agency

March 3, 2023

Conversations blog header ClientCircle

Sixty-nine percent of prospects start their insurance search online, which is why it’s so important you make sure your insurance agency comes up at the top of local search results. And once a prospect is on your website, make a positive first impression by having a beautiful, clean site that’s unique and easy to navigate. Your website should help you sell more policies and improve your workflows. Here are 10 things to check to help your insurance agency stand out online.

Read More

ClientCircle is now a preferred Trusted Choice provider

March 1, 2023

Relationships Blog.png

If you’re a Big “I” member, we have awesome news.

You can now receive reimbursement on money spent on ClientCircle through the Trusted Choice Marketing Reimbursement Program. This program helps eligible agencies offset the cost of various marketing and technology expenses with preferred providers.

Read More

5 / 20

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.